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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,434 | $124,330-52.2% | $109,173-45.6% | $167,536-64.5% |
| Participation rate | 85.7% | 79.5%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 12.96% | 26.04%-13.1pp | 25.75%-12.8pp | 478.82%-465.9pp |
| Employer contribution / active EE | $1,256 | $4,209-70.2% | $3,723-66.3% | $4,839-74.0% |
| Participant deferral / active EE | $4,709 | $5,256-10.4% | $4,654+1.2% | $6,342-25.8% |
| Admin fee / account holder | $3,535 | $7,974-55.7% | $6,755-47.7% | $12,315-71.3% |